CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 27.33%
This Quarter Est. Return
1 Year Est. Return
+27.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
-$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$14.4M
3
+$13.6M
4
TSLA icon
Tesla
TSLA
+$12.5M
5
NVDA icon
NVIDIA
NVDA
+$11.4M

Top Sells

1
+$52.5M
2
+$37.6M
3
+$14.1M
4
F icon
Ford
F
+$14.1M
5
META icon
Meta Platforms (Facebook)
META
+$12.8M

Sector Composition

1 Technology 13.54%
2 Healthcare 10.6%
3 Consumer Discretionary 9.84%
4 Financials 8.17%
5 Industrials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-908
2002
– –
0
2003
$0 ﹤0.01%
3
2004
– –
0
2005
– –
0
2006
– –
-1,445
2007
$0 ﹤0.01%
56
-158
2008
– –
-4,844
2009
– –
0
2010
– –
-2,000
2011
$0 ﹤0.01%
6
-142
2012
– –
0
2013
$0 ﹤0.01%
85
-2,758
2014
– –
-3
2015
– –
-569
2016
– –
-55
2017
$0 ﹤0.01%
200
+100
2018
– –
0
2019
– –
0
2020
– –
-100
2021
– –
0
2022
– –
-37
2023
– –
0
2024
– –
-144
2025
– –
-3,404
79 80
81
82 83